A complete list of active advisors currently associated with EMP Wealth Management LLC

Warmer can help you find a great advisor at EMP Wealth Management LLC or one who fits your needs even better.

EMP Wealth Management LLC is a state‑registered independent investment adviser that provides discretionary investment management and written financial planning to individuals, high‑net‑worth clients, small businesses, Indian Tribes, and charitable organizations. The firm invests in publicly traded equities, fixed income, mutual funds, ETFs and options and prepares plans addressing retirement, estate, education, risk management and cash‑flow needs. The firm follows a suitability‑driven, diversified approach that uses third‑party research and periodic (typically quarterly) account reviews while managing client accounts on a discretionary basis. It also provides a narrowly scoped ERISA Section 3(21) non‑discretionary advisory service for owner‑only corporate retirement and cash‑balance plans that use a Self‑Directed Brokerage Account (SDBA), offering macroeconomic commentary, allocation frameworks, and participant‑level buy/sell/hold recommendations while leaving trading control with plan trustees and participants. What is distinctive about the firm is its regular work with less‑common client types—charitable organizations and Indian Tribes—and its offering of the specialized 3(21) SDBA service for owner‑only plans where the adviser does not select or monitor a curated core fund menu. The firm’s principal is also a licensed insurance agent who performs insurance activities on a limited basis (reported as less than five hours per month) and may receive insurance compensation for those services.

To learn more about the advisors currently working at EMP Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.